American Century Companies Inc. Acquires 91,847 Shares of Heritage Insurance Holdings, Inc. $HRTG

American Century Companies Inc. grew its holdings in Heritage Insurance Holdings, Inc. (NYSE:HRTG) by 11.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 888,452 shares of the insurance provider’s stock after acquiring an additional 91,847 shares during the period. American Century Companies Inc. owned about 2.86% of Heritage Insurance worth $22,371,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Heritage Insurance by 4.2% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 13,621 shares of the insurance provider’s stock worth $196,000 after purchasing an additional 546 shares in the last quarter. Millennium Management LLC boosted its position in shares of Heritage Insurance by 39.8% during the first quarter. Millennium Management LLC now owns 322,957 shares of the insurance provider’s stock worth $4,657,000 after acquiring an additional 91,982 shares during the last quarter. Empowered Funds LLC grew its stake in Heritage Insurance by 8.4% during the first quarter. Empowered Funds LLC now owns 124,859 shares of the insurance provider’s stock valued at $1,800,000 after acquiring an additional 9,728 shares in the last quarter. Strs Ohio purchased a new position in Heritage Insurance during the first quarter valued at $127,000. Finally, Savant Capital LLC bought a new stake in Heritage Insurance in the 2nd quarter valued at $263,000. Institutional investors own 59.03% of the company’s stock.

Analysts Set New Price Targets

Several analysts have commented on HRTG shares. Zacks Research cut shares of Heritage Insurance from a “strong-buy” rating to a “hold” rating in a research note on Monday, January 5th. Truist Financial set a $39.00 price objective on Heritage Insurance in a research report on Monday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Heritage Insurance in a report on Monday, December 29th. Three investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $33.50.

Key Headlines Impacting Heritage Insurance

Here are the key news stories impacting Heritage Insurance this week:

• Positive Sentiment: Q4 earnings beat — Heritage reported EPS of $2.15, well above consensus, signaling a material improvement from a year ago and surprising analysts. Heritage Insurance (HRTG) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Revenue beat and full-quarter results — Revenue came in at $215.3M versus estimates near $212.6M; the company released its full Q4 and FY-2025 results in a PR filing. Heritage Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Strong profitability metrics — Management reported a high return on equity (≈41.4%) and a healthy net margin (~17.7%), supporting the beat and indicating improving underwriting/operating leverage. Earnings Press Release / Report
• Neutral Sentiment: Management commentary and detail available — The full earnings call transcript and summaries are published; investors should review management’s remarks on underwriting trends, catastrophe exposure and capital deployment for forward signals. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/metric notes — Post-release coverage (Zacks and others) drills into key metrics versus estimates and prior-year comparisons; consensus estimates for FY vary so forward expectations remain a watch item. Here’s What Key Metrics Tell Us About Heritage Insurance (HRTG) Q4 Earnings
• Neutral Sentiment: Price/volume and technical context — The stock traded with above-average volume and sits near its 50- and 200-day moving averages; investors should watch whether the beat drives sustained multiple expansion or if results are already priced in. Heritage Insurance Stock Profile

Insider Transactions at Heritage Insurance

In other news, CEO Ernie J. Garateix sold 8,334 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $24.12, for a total value of $201,016.08. Following the completion of the sale, the chief executive officer directly owned 1,120,170 shares of the company’s stock, valued at $27,018,500.40. This trade represents a 0.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders sold 33,002 shares of company stock worth $891,731 in the last quarter. Corporate insiders own 14.00% of the company’s stock.

Heritage Insurance Price Performance

HRTG stock opened at $26.97 on Tuesday. Heritage Insurance Holdings, Inc. has a 52 week low of $9.89 and a 52 week high of $31.98. The firm has a market capitalization of $833.74 million, a P/E ratio of 5.58 and a beta of 0.95. The company has a fifty day simple moving average of $26.37 and a two-hundred day simple moving average of $26.22. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.18.

Heritage Insurance (NYSE:HRTG) last posted its earnings results on Monday, March 9th. The insurance provider reported $2.15 earnings per share for the quarter, topping analysts’ consensus estimates of $1.05 by $1.10. The firm had revenue of $215.32 million for the quarter, compared to the consensus estimate of $212.60 million. Heritage Insurance had a net margin of 17.72% and a return on equity of 41.44%. Analysts anticipate that Heritage Insurance Holdings, Inc. will post 1.86 earnings per share for the current fiscal year.

Heritage Insurance Profile

Heritage Insurance Holdings, Inc (NYSE: HRTG) is a property and casualty insurance holding company that offers homeowners insurance and related coverage products in the United States. Through its primary subsidiary, Heritage Property & Casualty Insurance Company, the firm underwrites standard and non-standard personal lines insurance, including homeowners, dwelling fire, flood, and condominium policies. Heritage leverages a network of independent insurance agents to distribute its products across select regional markets, with an emphasis on serving property owners in areas prone to severe weather events.

Founded in 2011 and headquartered in Jupiter, Florida, Heritage Insurance has grown to become one of the leading providers of residential property insurance in the state.